# ERIC ALLEN OBERGFELL

ERIC ALLEN OBERGFELL is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with WELLTH ADVISORY SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELLTH ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/330537) | 2024-06-28 | present | Yes |
| [GLOBAL RETIREMENT PARTNERS LLC](https://search.stillhousedata.com/firm/172011) | 2019-08-20 | 2024-07-05 | — |
| [GLOBAL RETIREMENT PARTNERS LLC](https://search.stillhousedata.com/firm/172011) | 2016-08-24 | 2019-08-15 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2012-03-26 | 2016-07-21 | — |
| [J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.](https://search.stillhousedata.com/firm/102920) | 2011-01-12 | 2011-12-31 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2005-06-14 | 2010-12-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4956846)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4956846.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.